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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1576
Eastern Bank
Massachusetts
$377K – – –
CMA
1577
Cedar Mountain Advisors
Oregon
$376K +$18.4K +198 +4%
ISWM
1578
Independent Solutions Wealth Management
New York
$376K -$2.88K -31 -0.6%
BWA
1579
Burt Wealth Advisors
Maryland
$376K -$6.04K -65 -1%
SDH
1580
Sloy Dahl & Holst
Washington
$376K – – –
SPC
1581
Spirepoint Private Client
Florida
$375K +$42.1K +453 +10%
MCWS
1582
McKinley Carter Wealth Services
West Virginia
$375K +$1.58K +17 +0.3%
D
1583
Diversified
Delaware
$374K +$123K +1,319 +36%
EW
1584
Enzi Wealth
Texas
$374K – – –
EWM
1585
EPG Wealth Management
Georgia
$373K -$438K -4,708 Closed
M
1586
MOTCO
Texas
$373K -$7.54M -81,132 -94%
IA
1587
Insight Advisors
Pennsylvania
$372K -$6.69K -72 -1%
FNFDCM
1588
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$372K +$59.8K +643 +15%
UAML
1589
US Asset Management LLC
Pennsylvania
$372K -$12.4K -133 -3%
FAG
1590
Fortitude Advisory Group
Washington
$372K +$69.5K +748 +18%
TF
1591
Trek Financial
Arizona
$371K +$156K +1,677 +52%
MJP
1592
Michael J. Puzo
$370K -$3.9M -41,935 -90%
BBI
1593
Baxter Bros Inc
Connecticut
$369K -$9.29K -100 -2%
PWMAG
1594
Pinnacle Wealth Management Advisory Group
New Jersey
$369K -$162K -1,747 -26%
PAS
1595
Professional Advisory Services
Florida
$369K – – –
PBK
1596
Peoples Bank (Kansas)
Kansas
$369K – – –
OWP
1597
Obermeyer Wealth Partners
Colorado
$364K +$23.3K +251 +5%
BC
1598
Barrett & Company
Rhode Island
$363K +$372 +4 +0.1%
NCM
1599
Northwest Capital Management
Oregon
$363K -$301K -3,243 -40%
SAI
1600
Savvy Advisors Inc
New York
$363K +$447K +4,813 New
62 63
64
65 66